SourcingSourcing

VERIDAN WEALTH LLC

C28
CRD 329666·SEC 801-130309·WEST LINN, OR
AUM
$667.2M
$500M-$1B
Est. Revenue
$6.7M
@ 1% on AUM
Est. EBITDA
$2.0M
@ 30% margin
Est. Deal Value
$16.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VERIDAN WEALTH LLC
CRD
329666
SEC file #
801-130309
EIN
992303861
DBA names
Veridan Wealth

Economics

AUM
$667.2M
AUM band
$500M-$1B
AUM trajectory
'25'26
$304.6M → $667.2M▲ +119%
Client mix
Individuals Other137
Individuals High Net Worth95

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
WEST LINN OR
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/03/2026
ADV-W filed at
—
Website
veridanwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HALEY, PATRICK, J
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
HALEY, PATRICK, J
STEAGALL-CISSELL, LAURA,
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
VERIDANWEALTH.COM
Rdap Domain Creation Date
2023-12-12T20:39:31Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002052405
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-02-05
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001951757-26-000871

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4736
Soi Zip Pct 200k Plus
0.2365
Soi Zip Returns 200k Plus
3,360
Soi Zip Total AGI
2,404,286
Fdic Zip Total Deposits
10,903,991,000
Fdic Zip Branch Count
225
Fdic Zip Top Banks
Bank of America, National Association
JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
1742 WILLAMETTE FALLS DRWEST LINN, OR 97068
Business
1742 WILLAMETTE FALLS DRWEST LINN, OR 97068
Edgar EIN
992303861
Edgar Recent Filings
13F-HR2026-05-15 · 0001951757-26-000871
13F-HR2026-02-13 · 0001951757-26-000451
Fdic Zip Branches Raw
Bank of America OregonWest Linn, OR
First Interstate Bank of Oregon, National AssociationWest Linn, OR
Fdic Zip HHI
1328.77
Fdic Zip Top Bank Share Pct
22.39
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-12T20:39:31Z
Rdap Domain Last Changed
2023-12-12T20:39:31Z
Rdap Nameservers
Ns61.domaincontrol.comNs62.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI31,460
Returns2,960
Stub 2
AGI65,895
Returns1,770
Stub 3
AGI94,331
Returns1,530
Soi Zip Total Business Income
83,538
Soi Zip Total Cap Gains
196,437
Soi Zip Total Dividends
67,038
Soi Zip Total Returns
14,210
Top Owner CRD
5173884
Trust Company Affiliate
No

People (4)

4
STEAGALL-CISSELL, LAURA,
IAR · Direct Owner · 62.5%
1754909
HALEY, PATRICK, J
IAR · Direct Owner · 62.5%
5173884
MELODY KAY RICE
IAR
4576732
Dustin Fadenrecht
IAR
6463834